| IAG Wealth Partners, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| J.Safra Asset Management Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 115,158 | $0 | 0.00% | +115,158 | New |
| WR Wealth Planners, LLC | 2 | $569 | 0.00% | −1−33.3% | Reduced |
| Horan Securities, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 4 | $1.00K | 0.00% | +4 | New |
| FNY Investment Advisers, LLC | 10 | $2.00K | 0.00% | −5−33.3% | Reduced |
| Surevest, LLC | 10 | $3.00K | 0.00% | −275−96.5% | Reduced |
| Westside Investment Management, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $3.00K | 0.00% | +10 | New |
| TCTC Holdings, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $4.00K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $4.00K | 0.01% | +1+7.7% | Added |
| Longfellow Investment Management Co LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 22 | $6.00K | 0.01% | +2+10.0% | Added |
| Morgan Dempsey Capital Management LLC | 21 | $6.00K | 0.00% | +21 | New |
| Atlas Capital Advisors LLC | 25 | $7.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 28 | $7.96K | 0.01% | +28 | New |
| Belmont Capital, LLC | 27 | $8.00K | 0.01% | +27 | New |
| PrairieView Partners, LLC | 32 | $9.00K | 0.00% | −55−63.2% | Reduced |
| Capital Directions Investment Advisors, LLC | 0 | $9.00K | 0.00% | −32−100.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 30 | $9.00K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 35 | $9.95K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 35 | $10.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 36 | $10.0K | 0.01% | +36 | New |
| Carolina Wealth Advisors, LLC | 37 | $11.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 40 | $11.0K | 0.01% | +40 | New |
| TSFG, LLC | 43 | $12.0K | 0.01% | −5−10.4% | Reduced |
| Disciplined Investments, LLC | 45 | $13.0K | 0.01% | −17−27.4% | Reduced |
| Princeton Global Asset Management LLC | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 45 | $13.0K | 0.01% | +43+2,150.0% | Added |
| Essex Investment Management Co LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $14.0K | 0.02% | +50 | New |
| Acima Private Wealth, LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 53 | $15.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 53 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 51 | $15.0K | 0.01% | −2−3.8% | Reduced |
| Aspire Private Capital, LLC | 52 | $15.0K | 0.01% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 53 | $15.1K | 0.02% | +53 | New |
| Schubert & Co | 57 | $16.0K | 0.02% | −37−39.4% | Reduced |
| Harding Loevner LP | 59 | $17.0K | 0.00% | +7+13.5% | Added |
| Bellwether Advisors, LLC | 61 | $17.0K | 0.01% | +45+281.3% | Added |
| Stephens Consulting, LLC | 69 | $19.6K | 0.02% | +18+35.3% | Added |
| Riggs Asset Managment Co. Inc. | 73 | $21.0K | 0.01% | +30+69.8% | Added |
| Birch Capital Management, LLC | 77 | $21.8K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 80 | $22.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 78 | $22.0K | 0.00% | +1+1.3% | Added |
| Ulland Investment Advisors, LLC | 82 | $23.0K | 0.03% | −25−23.4% | Reduced |
| Focused Wealth Management, Inc | 82 | $23.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 81 | $23.1K | 0.00% | +4+5.2% | Added |
| Central Bank & Trust Co | 84 | $24.0K | 0.01% | −21−20.0% | Reduced |
| Altshuler Shaham Ltd | 84 | $24.0K | 0.00% | +3+3.7% | Added |
| Grayhawk Investment Strategies Inc. | 65 | $25.0K | 0.02% | −11−14.5% | Reduced |
| Sittner & Nelson, LLC | 87 | $25.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 90 | $26.0K | 0.00% | −139,998−99.9% | Reduced |
| Clearview Wealth Advisors LLC | 95 | $27.0K | 0.02% | −41−30.1% | Reduced |
| Rocky Mountain Advisers, LLC | 98 | $28.0K | 0.04% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 100 | $28.4K | 0.03% | +100 | New |
| AllSquare Wealth Management LLC | 103 | $29.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 106 | $30.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 107 | $30.0K | 0.01% | +10+10.3% | Added |
| Front Row Advisors LLC | 115 | $33.0K | 0.02% | −25−17.9% | Reduced |
| JCIC Asset Management Inc. | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 120 | $34.0K | 0.02% | −60−33.3% | Reduced |
| Arcadia Investment Management Corp | 122 | $35.0K | 0.01% | −15−10.9% | Reduced |
| AlphaMark Advisors, LLC | 128 | $36.0K | 0.02% | −100−43.9% | Reduced |
| First Community Trust NA | 127 | $36.0K | 0.05% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 126 | $36.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 127 | $36.1K | 0.03% | 00.0% | Unchanged |
| Axim Planning & Wealth | 133 | $38.0K | 0.04% | −9−6.3% | Reduced |
| Bangor Savings Bank | 137 | $39.0K | 0.00% | +85+163.5% | Added |
| Virtus Investment Advisers, Inc. | 138 | $39.0K | 0.02% | +138 | New |
| First Personal Financial Services | 138 | $39.0K | 0.01% | +138 | New |
| Wellington Shields & Co., LLC | 140 | $40.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 140 | $40.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 150 | $43.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 153 | $43.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 156 | $44.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 156 | $44.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 155 | $44.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 160 | $45.0K | 0.01% | +1+0.6% | Added |
| Avion Wealth | 158 | $45.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $46.6K | 0.02% | +2+1.2% | Added |
| HBC Financial Services, PLLC | 166 | $47.0K | 0.04% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 167 | $47.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 170 | $48.0K | 0.04% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 175 | $50.0K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 180 | $51.0K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 179 | $51.0K | 0.00% | +179 | New |
| Sound Income Strategies, LLC | 185 | $53.0K | 0.01% | −73−28.3% | Reduced |
| SOA Wealth Advisors, LLC. | 187 | $53.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 185 | $56.0K | 0.03% | −211−53.3% | Reduced |
| LSV Asset Management | 200 | $57.0K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 200 | $57.0K | 0.03% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $57.0K | 0.04% | 00.0% | Unchanged |